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Optiver·Data Scientist·Technical Phone Screen·Intermediate

IntermediatePrefer not to say
May 2026

Summary

Quantitative interview round at Optiver for a Data Science role. The whole thing was basically one extended Fermi estimation problem with follow-ups that got progressively harder to dodge. Less about math, more about whether you can think out loud without falling apart.

Questions Asked (6)

Q1

Estimate how many US homes could be bought with the total annual amount Americans spend on Netflix subscriptions. You have no reference data, so every assumption needs to be built from scratch and justified.

Product Analytics & MetricsAdaptability & Ambiguity
Author's notes

This wrecked me a little at first because I kept wanting to anchor on some number I half-remembered and couldn't.

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AI HintsAI Generated

Suggested Approach

Break the problem into two independent estimates: total annual Netflix spending in the US and the average price of a US home. Derive each from first principles using a clear, defensible chain of assumptions, then divide to get the number of homes. Sanity-check the final figure against known benchmarks (e.g., Netflix revenue, typical home prices) to ensure plausibility.

Pro tip: State your assumptions explicitly and round aggressively to keep the mental math clean—interviewers care more about your structured reasoning than precise arithmetic. If time allows, briefly mention how you'd validate or refine your estimate with real data.

1. Estimate US Netflix subscribers

Start with the US population (~330M), assume an average household size of ~2.5 people, and estimate the fraction of households that subscribe to Netflix (e.g., ~60-70%). Multiply to get the number of subscribing households.

2. Estimate annual revenue per subscriber

Assume a typical monthly subscription price (e.g., $15) and multiply by 12 to get annual revenue per subscriber. Optionally adjust for plan mix (basic, standard, premium) or account sharing.

3. Calculate total annual US Netflix spending

Multiply the number of subscribers by the annual revenue per subscriber. This gives the total amount Americans spend on Netflix subscriptions each year.

4. Estimate average US home price

Use a rough median or average home price (e.g., $300k-$400k) based on general knowledge. Justify the figure by referencing typical housing markets or recent trends.

5. Compute and sanity-check the ratio

Divide total annual Netflix spending by the average home price to get the number of homes. Sanity-check by comparing to known figures (e.g., Netflix's total revenue, US housing market size) and discuss potential biases.

Key Points to Mention

  • Clearly state all assumptions (population, household size, subscription rate, price, home price) and justify them with plausible reasoning.
  • Use round numbers to simplify calculations and avoid getting bogged down in precision.
  • Acknowledge potential inaccuracies: account sharing, multiple subscriptions per household, regional price variations, and home price distribution.
  • Perform a sanity check: compare your estimated total Netflix spending to known public figures (e.g., Netflix's US revenue) and your home price to typical market data.
  • Discuss how you would refine the estimate with real data (e.g., from Netflix earnings reports, Census Bureau, real estate sites).
  • Show comfort with ambiguity by being transparent about uncertainty and offering a range rather than a single number.

AI-generated suggestions, not part of the candidate's original notes. May be inaccurate — verify before relying on them.

Q2

You're now told Netflix has roughly 81 million US subscribers. Update your estimate and your confidence interval. Should the interval get wider or narrower, and by how much?

Product Analytics & MetricsAdaptability & Ambiguity
Author's notes

Easier once you frame it right: one source of uncertainty just got removed, so the interval should shrink.

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AI HintsAI Generated

Suggested Approach

Acknowledge the new information as a data point that should be incorporated into your prior estimate using Bayesian updating. Recalculate your point estimate and confidence interval, then explain how the interval width changes based on the precision of the new information relative to your prior. Emphasize that the interval should narrow because you have more information, but the exact amount depends on the reliability of the new data.

Pro tip: Show that you understand the difference between a confidence interval and a credible interval, and that in a Bayesian framework, the posterior interval will be narrower if the new data is precise. Also, mention that if the new information is inconsistent with your prior, you might need to reassess your assumptions.

1. Restate your prior estimate

Briefly summarize your initial estimate and confidence interval for Netflix US subscribers before receiving the new information. This sets the baseline for updating.

2. Assess the new information

Consider the source and reliability of the 'roughly 81 million' figure. Is it from a credible report? How precise is it? This determines how much weight to give it.

3. Update your estimate

Combine your prior with the new data using a weighted average or Bayesian updating. If the new data is very reliable, your updated estimate should be close to 81 million; otherwise, it will be a compromise.

4. Recalculate the confidence interval

Determine the new interval width. Generally, incorporating additional independent information reduces uncertainty, so the interval should get narrower. The amount depends on the precision of the new data relative to your prior.

5. Explain the change in interval width

Articulate that the interval narrows because you have more information, but if the new data is vague (e.g., 'roughly'), the reduction may be modest. Quantify if possible.

Key Points to Mention

  • Bayesian updating: prior + likelihood = posterior
  • Confidence interval vs. credible interval
  • Precision of new information affects weight given
  • Interval should narrow with more data, but not necessarily by a fixed amount
  • Potential need to revise assumptions if new data conflicts with prior
  • Communicating uncertainty clearly

AI-generated suggestions, not part of the candidate's original notes. May be inaccurate — verify before relying on them.

Q3

If you were making a market on this quantity, what bid and ask would you quote, and how do those prices connect to your 90% interval?

Pricing & MonetizationAdaptability & Ambiguity
Author's notes

Didn't see this one coming.

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AI HintsAI Generated

Suggested Approach

Start by clarifying the underlying quantity and your 90% interval, then translate that interval into a bid-ask spread by centering around the median and setting the spread width based on your confidence and risk tolerance. Explain how the interval bounds inform the maximum acceptable loss and thus the width of the market you'd quote.

Pro tip: In market making, your bid-ask spread should reflect both your uncertainty and the need to manage inventory risk; a tighter spread increases fill probability but also adverse selection risk, so balance the two by considering the expected flow.

1. Clarify the quantity and interval

Restate the quantity being priced and confirm that the 90% interval represents your subjective belief about its true value. Ensure you understand whether the interval is for a future outcome or a current estimate.

2. Determine the central estimate

Use the midpoint of your 90% interval as the basis for your mid-price. This represents your best estimate of the fair value.

3. Set the spread width

Decide on the bid-ask spread based on your uncertainty (interval width) and desired profit margin. A wider interval suggests greater uncertainty, warranting a wider spread to protect against adverse selection.

4. Position bid and ask around the mid

Place the bid below the mid and the ask above the mid, ensuring the spread captures your edge. For example, if mid is M and spread is S, bid = M - S/2, ask = M + S/2.

5. Connect to the 90% interval

Explain that the interval bounds represent extreme scenarios; your bid should be above the lower bound (to avoid buying too low) and your ask below the upper bound (to avoid selling too high), but the spread should be narrower than the full interval to remain competitive.

Key Points to Mention

  • The 90% interval reflects your confidence in the true value, not a guarantee.
  • Market making involves balancing profit potential with inventory risk.
  • The bid-ask spread should account for adverse selection and transaction costs.
  • A tighter spread increases competitiveness but may lead to losses if informed traders trade against you.
  • The interval width directly influences the spread: wider interval → wider spread.
  • You might adjust the spread based on market conditions, such as volatility or order flow.

AI-generated suggestions, not part of the candidate's original notes. May be inaccurate — verify before relying on them.

Q4

Of the remaining assumptions after the subscriber count is given to you, which single unknown would be most valuable to learn exactly, and why?

Product Analytics & MetricsAdaptability & Ambiguity
Author's notes

Value of information framing.

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AI HintsAI Generated

Suggested Approach

First, clarify the context of the estimation problem (e.g., market sizing, revenue projection) and list the remaining unknown assumptions. Then, evaluate each unknown based on its impact on the final answer and the uncertainty surrounding it, and select the one that would most reduce overall uncertainty or drive the decision.

Pro tip: Frame your choice in terms of sensitivity and decision impact: the most valuable unknown is often the one that the final metric is most sensitive to and that is currently most uncertain. This shows you think like a data scientist who prioritizes reducing risk.

1. Clarify the goal and context

Restate the problem and the objective of the estimation (e.g., to size a market, forecast revenue). Identify what decision or conclusion the estimate will inform.

2. List remaining unknown assumptions

Enumerate the assumptions that are still unknown after the subscriber count is given. For example, average revenue per user, churn rate, growth rate, etc.

3. Assess impact and uncertainty

For each unknown, consider how much it affects the final output (sensitivity) and how uncertain it currently is. A highly sensitive and highly uncertain variable is a prime candidate.

4. Select the most valuable unknown

Choose the single unknown that would most reduce overall uncertainty or most influence the decision. Justify your choice by explaining its leverage.

5. Explain how you would learn it

Briefly describe how you might obtain that unknown (e.g., A/B test, survey, historical data) to show practicality.

Key Points to Mention

  • Sensitivity analysis: how much the final metric changes with a small change in the unknown.
  • Uncertainty reduction: the value of information in reducing variance of the estimate.
  • Business impact: how the unknown affects key decisions or KPIs.
  • Feasibility of measurement: whether the unknown can be practically and quickly learned.
  • Prioritization: focusing on the unknown that provides the most actionable insight.
  • Communication: explaining your reasoning clearly to both technical and non-technical stakeholders.

AI-generated suggestions, not part of the candidate's original notes. May be inaccurate — verify before relying on them.

Q5

How does the answer change if 'houses' means homes in San Francisco instead of the national median price?

Product Analytics & MetricsAdaptability & Ambiguity
Author's notes

Straightforward directionally.

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AI HintsAI Generated

Suggested Approach

First, clarify that the original answer likely used a national median house price, which is a single aggregate. Then, explain that switching to San Francisco homes introduces a different distribution: much higher median, greater variance, and different drivers (tech industry, limited supply). Finally, discuss how this changes the answer depending on the specific question—e.g., affordability, investment returns, or market predictions—and emphasize the need to adjust models and assumptions accordingly.

Pro tip: Show that you understand the difference between a national median and a local market by mentioning that San Francisco's housing market is not just a scaled-up version of the national one; it has unique dynamics like extreme income inequality and rent control that affect price behavior.

1. Clarify the original context

Restate what the original answer was about (e.g., predicting house prices, calculating affordability) and confirm that it used national median price as a baseline.

2. Identify key differences in San Francisco

List factors that make SF housing distinct: higher median price (over $1M), lower inventory, higher demand from tech workers, stricter zoning, and greater price volatility.

3. Assess impact on the answer

Explain how these differences change the answer: e.g., affordability metrics shift dramatically, investment returns may be lower due to high entry cost, and predictive models need local features.

4. Adjust methodology if needed

Suggest that the candidate would need to re-run analyses with SF-specific data, consider sub-markets (e.g., neighborhoods), and possibly use different models that account for spatial correlation.

5. Conclude with implications

Summarize that the answer becomes more nuanced and localized, and that generalizing from national data to SF can lead to misleading conclusions.

Key Points to Mention

  • National median vs. local median: SF median is significantly higher and not representative of the national market.
  • Distribution differences: SF prices have a wider spread and skew, affecting averages and medians.
  • Drivers: tech industry concentration, limited land supply, and regulatory constraints (e.g., rent control) create unique price dynamics.
  • Model implications: need for local data, feature engineering (e.g., neighborhood, proximity to tech hubs), and potential for overfitting if using national models.
  • Business impact: for a company like Optiver, understanding local market nuances is crucial for trading strategies or risk assessment.
  • Ambiguity: acknowledge that the answer depends on the specific question (e.g., predicting prices vs. assessing affordability) and state assumptions clearly.

AI-generated suggestions, not part of the candidate's original notes. May be inaccurate — verify before relying on them.

Q6

If you answered 100 questions like this, how would you check whether your 90% confidence intervals are actually well-calibrated?

A/B Testing & ExperimentationProduct Analytics & Metrics
Author's notes

This is just a coverage test and I knew it, but I stumbled on the wording.

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AI HintsAI Generated

Suggested Approach

Explain that you would simulate or collect 100 independent 90% confidence intervals and count how many contain the true parameter. If the coverage is close to 90 (e.g., between 85 and 95), the intervals are well-calibrated; otherwise, investigate potential causes like model misspecification or incorrect standard errors.

Pro tip: Mention that calibration should be checked on held-out data or through simulation, and that you would also examine the width of intervals and coverage across different subgroups to ensure robustness.

1. Define the experiment

Clarify that you need 100 independent samples or simulations where the true parameter is known, and for each, compute a 90% confidence interval.

2. Compute coverage

Count how many of the 100 intervals contain the true parameter value. The expected number is 90 if the intervals are perfectly calibrated.

3. Assess calibration

Compare the observed coverage to 90%. Use a binomial test or confidence interval for the coverage proportion to determine if the difference is statistically significant.

4. Diagnose issues

If coverage is off, investigate potential reasons: incorrect standard errors, model assumptions violated, dependence between intervals, or non-normal distributions.

5. Iterate and improve

Adjust the method (e.g., use bootstrap, robust standard errors, or Bayesian intervals) and re-evaluate calibration until coverage is acceptable.

Key Points to Mention

  • Coverage probability: the proportion of intervals that contain the true parameter should match the nominal confidence level (90%).
  • Simulation or repeated sampling to generate 100 independent scenarios with known ground truth.
  • Binomial test or confidence interval for the coverage proportion to check if deviation from 90% is significant.
  • Potential causes of miscalibration: model misspecification, incorrect variance estimation, dependence, or small sample sizes.
  • Consider the width of intervals: overly wide intervals may have good coverage but low precision.
  • Check calibration across subgroups or different data regimes to ensure consistent performance.

AI-generated suggestions, not part of the candidate's original notes. May be inaccurate — verify before relying on them.